Geneos Wealth Management Inc. American Centy ETF Tr Avantis Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
A detailed history of Geneos Wealth Management Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 400 shares of AVLV stock, worth $28,395. This represents 0.0% of its overall portfolio holdings.
Number of Shares
400
Previous 244
63.93%
Holding current value
$28,395
Previous $15,000
73.33%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding AVLV
# of Institutions
285Shares Held
57.2MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$547 Million1.14% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$143 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$126 Million0.04% of portfolio
-
Pure Financial Advisors, LLC1.67MShares$118 Million2.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$115 Million0.03% of portfolio